HSCZ Institutional Ownership & Shareholders
ISHARES CUR HDG MSCI EAFE SM (HSCZ) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $96.74M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Capital Wealth Management, Llc is currently the largest disclosed institutional shareholder of HSCZ tracked by InsiderSet, reporting ownership valued at approximately $26.45M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.95M, representing an estimated loss of -1.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed HSCZ value among the investors covered in this analysis. Major shareholders include Capital Wealth Management, Llc, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CUR HDG MSCI EAFE SM (HSCZ).
This page ranks the largest institutional HSCZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
59
Total Reported Value
$96.74M
Largest Holder
Capital Wealth Management, Llc
Largest Position
$26.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
73
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Wealth Management, Llc | 6.03% | 608,960 | $26,453,218 | $25,947,786 | -$505,432 | -1.91% | |
| Raymond James Financial Inc | 0.00% | 152,371 | $6,548,905 | $6,492,528 | -$56,377 | -0.86% | |
| Lpl Financial Llc | 0.00% | 140,702 | $6,047,390 | $5,995,312 | -$52,078 | -0.86% | |
| Certified Advisory Corp | 0.47% | 130,559 | $5,671,500 | $5,563,119 | -$108,381 | -1.91% | |
| Lighthouse Wealth Management Inc. | 3.15% | 119,563 | $5,193,823 | $5,094,579 | -$99,244 | -1.91% | |
| Ipsen Advisor Group Llc | 3.00% | 101,796 | $4,422,008 | $4,337,528 | -$84,480 | -1.91% | |
| Bank Of America Corp | 0.00% | 93,255 | $4,008,100 | $3,973,596 | -$34,504 | -0.86% | |
| Cetera Investment Advisers | 0.00% | 92,070 | $3,957,192 | $3,923,103 | -$34,089 | -0.86% | |
| Sachetta, Llc | 1.76% | 84,183 | $3,618,168 | $3,587,038 | -$31,130 | -0.86% | |
| Comprehensive Wealth Management, Llc | 1.65% | 83,898 | $3,605,936 | $3,574,894 | -$31,042 | -0.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 79,476 | $3,415,880 | $3,386,472 | -$29,408 | -0.86% | |
| Janney Montgomery Scott Llc | 0.00% | 46,476 | $1,998,000 | $1,980,342 | -$17,658 | -0.88% | |
| Wescap Management Group, Inc. | 0.36% | 44,700 | $1,921,232 | $1,904,667 | -$16,565 | -0.86% | |
| Jpmorgan Chase & Co | 0.00% | 43,489 | $1,870,919 | $1,853,066 | -$17,853 | -0.95% | |
| Envestnet Asset Management Inc | 0.00% | 40,444 | $1,738,279 | $1,723,319 | -$14,960 | -0.86% | |
| Mml Investors Services, Llc | 0.00% | 39,296 | $1,688,932 | $1,674,403 | -$14,529 | -0.86% | |
| Apella Capital, Llc | 0.02% | 35,364 | $1,532,322 | $1,506,860 | -$25,462 | -1.66% | |
| Osaic Holdings, Inc. | 0.00% | 33,065 | $1,421,141 | $1,408,900 | -$12,241 | -0.86% | |
| Citadel Advisors Llc | 0.00% | 28,886 | $1,241,520 | $1,230,832 | -$10,688 | -0.86% | |
| Berkeley, Inc | 0.38% | 28,532 | $1,239,415 | $1,215,749 | -$23,666 | -1.91% | |
| Ifp Advisors, Inc | 0.02% | 20,334 | $883,309 | $866,432 | -$16,877 | -1.91% | |
| Principal Securities, Inc. | 0.01% | 18,089 | $777,471 | $770,772 | -$6,699 | -0.86% | |
| Fortitude Financial, Llc | 0.33% | 16,335 | $709,592 | $696,034 | -$13,558 | -1.91% | |
| Dynamic Advisor Solutions Llc | 0.02% | 14,558 | $632,419 | $620,316 | -$12,103 | -1.91% | |
| Capital Square, Llc | 0.20% | 10,620 | $461,366 | $452,518 | -$8,848 | -1.92% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 10,297 | $447,310 | $438,755 | -$8,555 | -1.91% | |
| Diversify Advisory Services, Llc | 0.01% | 9,268 | $398,436 | $394,909 | -$3,527 | -0.89% | |
| Diversify Wealth Management, Llc | 0.01% | 9,268 | $398,436 | $394,909 | -$3,527 | -0.89% | |
| Montis Financial, Llc | 0.08% | 9,234 | $396,869 | $393,461 | -$3,408 | -0.86% | |
| Truist Financial Corp | 0.00% | 8,958 | $389,148 | $381,700 | -$7,448 | -1.91% | |
| Sigma Planning Corp | 0.01% | 8,125 | $352,948 | $346,206 | -$6,742 | -1.91% | |
| Mercer Global Advisors Inc | 0.00% | 7,551 | $324,555 | $321,748 | -$2,807 | -0.86% | |
| Brookstone Capital Management | 0.00% | 6,992 | $303,732 | $297,929 | -$5,803 | -1.91% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 6,991 | $300,473 | $297,887 | -$2,586 | -0.86% | |
| Great Valley Advisor Group, Inc. | 0.00% | 6,769 | $290,932 | $288,427 | -$2,505 | -0.86% | |
| Creative Financial Designs Inc | 0.01% | 6,720 | $288,841 | $286,339 | -$2,502 | -0.87% | |
| Glass Jacobson Investment Advisors Llc | 0.08% | 5,958 | $258,816 | $253,870 | -$4,946 | -1.91% | |
| Thoroughbred Financial Services, Llc | 0.01% | 5,755 | $247,000 | $245,221 | -$1,779 | -0.72% | |
| Equitable Holdings, Inc. | 0.00% | 4,955 | $212,983 | $211,133 | -$1,850 | -0.87% | |
| Private Advisor Group, Llc | 0.00% | 4,891 | $210,216 | $208,406 | -$1,810 | -0.86% | |
| Susquehanna International Group, Llp | 0.00% | 4,701 | $202,049 | $200,310 | -$1,739 | -0.86% | |
| Geneos Wealth Management Inc. | 0.00% | 3,102 | $133,324 | $132,176 | -$1,148 | -0.86% | |
| Capital Analysts, Llc | 0.00% | 1,541 | $66,000 | $65,662 | -$338 | -0.51% | |
| Key Capital Management, Inc | 0.02% | 951 | $40,874 | $40,522 | -$352 | -0.86% | |
| Mather Group, Llc. | 0.00% | 775 | $33,666 | $33,023 | -$643 | -1.91% | |
| Morgan Stanley | 0.00% | 739 | $31,783 | $31,489 | -$294 | -0.93% | |
| Continuum Advisory, Llc | 0.00% | 656 | $28,195 | $27,952 | -$243 | -0.86% | |
| Royal Bank Of Canada | 0.00% | 563 | $24,000 | $23,989 | -$11 | -0.04% | |
| Hantz Financial Services, Inc. | 0.00% | 507 | $22,000 | $21,603 | -$397 | -1.80% | |
| Newedge Advisors, Llc | 0.00% | 500 | $21,490 | $21,305 | -$185 | -0.86% |
Frequently asked questions about HSCZ
Who are the largest institutional holders of HSCZ?
The largest institutional holders of HSCZ reported in the latest SEC Form 13F filings include Capital Wealth Management, Llc, Raymond James Financial Inc, Lpl Financial Llc, Certified Advisory Corp, and Lighthouse Wealth Management Inc.. InsiderSet ranks institutional holders by their latest reported HSCZ position.
What is HSCZ institutional ownership?
This page tracks HSCZ positions reported by institutional investment managers through SEC Form 13F. ISHARES CUR HDG MSCI EAFE SM (HSCZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HSCZ?
InsiderSet currently tracks 59 institutional managers reporting HSCZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HSCZ shareholders.
How much HSCZ stock do institutions own?
Institutional investment managers disclosed approximately $96.74M in HSCZ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HSCZ institutional ownership last updated?
The latest HSCZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HSCZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HSCZ position after the reporting date.
Are institutions buying or selling HSCZ?
Institutional buying and selling can be analyzed by comparing HSCZ positions across consecutive 13F reporting periods. InsiderSet's HSCZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HSCZ ownership changes.
How has HSCZ institutional ownership changed over time?
InsiderSet tracks HSCZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.